Client Services Representative

• Serve as a single point of contact for a given set of Global Strategic Accounts.
• Own execution of order fulfilment for relevant strategic accounts across all global sites for that customer.
• Balance customer delivery requirements, supply constraints, and revenue priorities.
• Lead daily execution alignment across Strategic Account Managers, Product Management, Regional Commercial, Finance, Planning, Manufacturing, Quality, and Distribution.
• Co-Own with Strategic Account Managers and Regional commercial leadership identification and communication of risks and opportunities.
• Own resolution of critical fulfilment issues and delivery risks.
• Embed daily management discipline, leveraging standard work and performance routines.
• Ensure robust, standardized processes are in place to consistently meet customer and business expectations.
• Lead or contribute to process improvement and business transformation initiatives.
• Operate effectively in a fast-paced, deadline-driven environment.

Client Services Order Fulfillment Lead

• Provide operational, administrative, and analytical support for client care programs
• Maintain service standards and monitor performance metrics
• Coordinate training initiatives
• Assist with reporting and quality assurance activities
• Support customer service initiatives and improvement projects
• Interact with North American veterinary clinics and pet parents by phone and email

Client Care Operations Specialist

• responsible for day to day management and successful long-term relationships of assigned accounts
• ensures superior client satisfaction by acting as an advocate for clients
• works closely with internal teams and clients
• manages conversion/start-up of new client relationships

Operations Client Service – Assistant Vice President

• Manage a client list or manage clients out of the service queue and provide exceptional customer service.
• Research, troubleshoot and resolve client inquiries, as part of ongoing support for your client set.
• Educate customers on how to use the system to process payroll.
• Assist clients with payroll support and general inquiries.
• Participate in the Client Service team meetings.
• Take incoming customer phone calls from the support queue.
• Accurately and completely document all customer interactions in our CRM system.
• Facilitate cross-departmental interaction with other teams, to ensure open communications for the benefit of our clients’ success.
• Continuously seek out process improvement opportunities and take ownership to implement positive change.
• Assist in the Distribution function and other areas as needed.

Client Services Specialist

• Supervise the daily performance of Project Attorneys to ensure a high level of productivity
• Monitor daily employee performance in relations to accepted call quality standards
• Listen to and grade select phone calls utilizing a standard Quality Assurance Scorecard
• Maintain proficient understanding of company policies and procedures
• Analyze team needs based upon predetermined business plan
• Ensure team is adhering to their schedule
• Act as a liaison between the Project Attorneys, Project Managers, and Client Services management
• Support customers and claimants directly through phone interactions

Client Services Supervisor

• Serves as a senior point of contact to major clients on moderately complex service issues.
• Collaborates with clients and influences internal stakeholders to align client needs.
• Proactively partners with Client Service Data, Insights & Analytics to improve service.
• Ensures exceptional service meets client expectations.
• Monitor and ensure execution of service commitments.
• Foster client growth by identifying opportunities for their success.
• Consult on and participate in client service activities related to sales support.

Senior Vice President, Client Service Executive

• Global Head of Alpha & Middle Office Conversions - led complex front-to-back integration programs across multi-region teams and diverse asset classes
• Enterprise transformation leader with deep expertise in automation, governance, and large-scale client onboarding
• Own global delivery of Back‑office Client Conversion Services, leading multi‑regional teams across Accounting, Custody, Insurance, AIS, and Asset Manager/Asset Owner fund events
• Design and execute operating models that translate complex client conversion requirements into scalable, governance‑led solutions aligned with State Street’s market practices
• Build and lead a global implementation organization, developing senior talent, standardizing delivery governance, and scaling execution capacity to support client growth

Global Head of Client Transition, Test Services and Partner & Portfolio Governance, Senior Vice President

• Ensure daily adherence to end-of-night SLAs and manage client communications as necessary
• Manage client relationships and sentiment via extensive daily interaction with clients and internal counterparts
• Maintain superior client service by acting as an advocate and proactively identifying issues which risk impact to client satisfaction
• Work closely with internal teams and clients, facilitating communication to ensure an effective operating environment
• Provide overall project management for client-related and internal initiatives, acting as a liaison between business units to ensure successful implementation while managing internal and external expectations
• Keep senior management informed of new developments, service issues, and potential new business opportunities

Client Service – Assistant Vice President

• Serve as the senior client contact across applicable product disciplines
• Manage client service reviews and due diligence visits across Custody, Fund Accounting, Transfer Agency, and Middle Office Outsourcing
• Monitor performance against Service Level Descriptions
• Lead project planning for key clients
• Review, approve, and ensure timely publication of monthly reporting to consultants and clients
• Support Relationship Manager activities
• Oversee complex, cross disciplinary initiatives.

Client Service and Delivery Manager – Global Fund Services

• Independently lead and facilitate meetings with clients, external partners and internal teams to drive collaboration and resolve operational challenges.
• Communicate the Zelis Payer experience vision to clients and teams, ensuring alignment with organizational goals.
• Guide clients toward optimal product configuration, collaborate to align on delivery timelines and manage each interaction with a solution and service-oriented mindset.
• Serve as a technical expert, offering specialized guidance and solutions to enhance Payer Experience.
• Maintain comprehensive knowledge of Zelis offerings, production fulfillment processes, healthcare enrollment procedures, and payment optimization strategies.
• Apply technical troubleshooting skills to resolve complex issues involving client mapping and data ingestion.
• Advocate for clients across all Zelis departments, assisting with technical aspects of payments and related business needs.
• Deliver training sessions, as needed, to support client success.
• Independently manage daily casework, ensuring timely resolution and continuous progress on long-term milestones across multiple client projects.
• Oversee and update project milestones to support ongoing client success.
• Communicate proactively and thoroughly with Payers, managing the overall service experience.
• Collaborate with cross-functional teams internally and externally to design, develop, test, and deploy client change requests.
• Identify and communicate potential barriers, proposing both immediate and long-term solutions for technical changes.
• Assess business need and associated impact of client-requested work to inform prioritization.
• Analyze complex data sets and business rules to deliver actionable insights that support client objectives.
• Ensure accurate translation of complex data into client-facing materials, demonstrating deep expertise in healthcare industry practices, claims communications, payment processing, and ID card production.

Client Service Specialist

• Lead the growth of Apex’s infrastructure services within your designated local market.
• Develop and execute a strategic plan to expand relationships with municipal, utility, and public-sector clients.
• Leverage existing client relationships and your market insight to establish Apex as a trusted regional partner.
• Collaborate with Divisional and Regional Leadership to align local efforts with Apex’s broader infrastructure strategy.
• Serve as a trusted advisor to municipal and utility clients, understanding their infrastructure priorities and funding mechanisms.
• Identify and pursue new project opportunities, lead proposal development, and manage interview and negotiation processes.
• Drive cross-selling of Apex’s complementary environmental, construction, and compliance services.
• Represent Apex at professional associations, technical committees, and industry conferences.
• Oversee delivery of municipal infrastructure projects including water and wastewater treatment, distribution/collection systems, stormwater management, transportation or civil engineering.
• Ensure technical excellence, quality control, and adherence to scope, schedule, and budget.
• Provide technical leadership, mentoring, and QA/QC oversight to project teams.
• Manage project performance, including backlog, utilization, and profitability metrics.
• Recruit, mentor, and develop engineers, project managers, and technical staff to grow Apex’s local presence.
• Foster a collaborative, high-performance culture focused on client satisfaction and technical excellence.

Client Service Leader – Water/Wastewater

• Reporting to the Director of Client Engagement, the Senior Client Services and Onboarding Manager will own a diverse portfolio of active and onboarding client stations and will be responsible for ensuring the success of the direct marketing programs and campaigns which drive the fundraising efforts of each station.
• Work closely with internal resources at CDP and external partners as necessary to ensure that the appropriate solutions are executed on behalf of the client stations.
• Build strong relationship with all client contacts, acting as the primary liaison with both executive and frontline staff.
• Own all special projects and customized client requests, working with internal CDP teams to scope and implement if applicable.
• Participate in yearly budgeting development process and present completed budget (and subsequent reforecast if needed) to client in partnership with the CDP Finance team.
• Collaborate with internal Business Intelligence and Analytics team relative to standardized and customized reports as well as automated process to ensure efficacy of data being reported.
• Champion the year-end analysis activities, from preparation through client presentation.

Senior Client Services & Onboarding Manager

• Officer-level leader responsible for the strategic direction, leadership, and performance of CNA’s Client Services organization.
• Leads a national team of client-facing professionals who serve as trusted advisors to customers.
• Develops and maintains strong executive-level relationships with key distribution partners, brokers, and agencies across the country.
• Serves as a strategic business partner to senior Claim and Field leaders.
• Combines exceptional people leadership, organizational leadership, and relationship management skills to foster a high-performing, client-centric culture.
• Owns overall Client Services budget and is accountable for managing all expenses.

AVP, Claims Client Services

• Serve as the primary point of contact for inbound referrals via phone, email, and web
• Own the intake process from first contact through internal handoff, ensuring timely and accurate information sharing
• Enter and manage referral and client data in HubSpot, tracking all follow-up and documentation
• Communicate with clarity, empathy, and clinical credibility to prospective clients, family members, and referral sources
• Maintain responsive relationships with community partners and providers
• Support the coordination and scheduling of consultations, including pre-visit and post-visit follow-up
• Triage urgent calls and provide temporary support to clients when immediate attention is required
• Collaborate with the Manager of Client Relations and leadership to ensure seamless assignment to the appropriate care manager
• Maintain clean, up-to-date records in HubSpot, including intake progress, referral activity, and client engagement data
• Assist with reporting on case closures, client enrollments, and quality assurance metrics
• Conduct post-service check-ins and administer closed-case surveys
• Identify and flag trends or concerns that impact client satisfaction or operational efficiency
• Participate in regular virtual check-ins and monthly in-person team days
• Attend quarterly staff meetings and other in-person sessions as scheduled

Client Services Advisor

• Manage partner operations and platform adoption
• Support clinician onboarding workflows
• Track timesheets and resolve documentation issues
• Collaborate with internal teams to ensure seamless staffing

Client Services Manager

• Track project transitions end-to-end and publish regular reporting for stakeholders to assess success and identify improvement opportunities
• Prepare business presentations and communicate project updates to frontline operations teams
• Coordinate awareness of scheduled maintenance windows with frontline support to ensure alignment on system availability and reduce unnecessary escalations
• Maintain thorough documentation of transition plans, progress, and completion milestones
• Identify and contribute to process improvements in project transitions, including the exploration and application of AI tools for increased efficiency
• Actively participate in planning and executing global, regional, and local project transitions with a focus on support readiness and end-user experience
• Conduct A/B data integrity and quality assurance testing
• Monitor KPIs and develop presentations for stakeholder reporting
• Build and refine statistical models for KPI tracking and outlier analysis
• Document all analytical processes, methodologies, and findings clearly and consistently
• Learn and apply enterprise best practices for knowledge creation, maintenance, and governance
• Actively participate in the end-to-end knowledge production process, from content development through publication and review
• Solicit feedback from stakeholders and end users and implement improvements to existing knowledge assets
• Leverage data and customer feedback to identify knowledge gaps, anticipate future content needs, and recommend proactive solutions

Client Services Technology Intern/Co-op - Undergraduate

• Managing lending operations and support teams.
• Overseeing compliance processes.
• Serving as the primary point of contact for lending, fulfillment, and underwriting leaders.
• Performing pipeline reviews to ensure completion of tasks.
• Creating comprehensive pipeline management strategies.
• Motivating and coaching associates.

Wealth Management – Lending Client Support Manager

• Own a portfolio of customer relationships from onboarding through renewal, ensuring adoption, satisfaction, and retention.
• Act as a trusted advisor by providing strategic recommendations that align influencer programs with customer business goals.
• Lead strategic business reviews (SBRs) and campaign wrap reports, delivering insights that shape future strategy.
• Oversee influencer campaign delivery from kickoff through reporting, ensuring content quality, on-time execution, and alignment to KPIs.
• Partner with customers on post-sale strategy, sharing best practices and actionable insights to optimize performance.
• Manage budgets, contracts, and deliverables with precision, providing transparent updates and proactive issue resolution.
• Project manage campaigns by delegating executional tasks to Coordinators/Co-Ops, while serving as a mentor and coach.
• Collaborate cross-functionally with Sales, Strategy, Research, and Product teams to deliver seamless client experiences.
• Analyze campaign performance data to generate actionable insights for customers and internal teams.

Senior Account Manager – Client Services

• ensuring the integrity of our database of private companies and contacts
• manage and execute import requests from across our client base
• support the success of our clients’ programs through providing best practices
• utilize Outlook, Churnzero, The FHR Exchange, Salesforce and other resources

Client Services Representative jobs in Massachusetts

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Client Services Order Fulfillment Lead

Client Care Operations Specialist

Operations Client Service – Assistant Vice President

Client Services Specialist

Client Services Supervisor

Senior Vice President, Client Service Executive

Global Head of Client Transition, Test Services and Partner & Portfolio Governance, Senior Vice President

Client Service – Assistant Vice President

Client Service and Delivery Manager – Global Fund Services

Client Service Specialist

Client Service Leader – Water/Wastewater

Client Service Leader – Water/Wastewater

Senior Client Services & Onboarding Manager

AVP, Claims Client Services

Client Services Advisor

Client Services Manager

Client Services Technology Intern/Co-op - Undergraduate

Wealth Management – Lending Client Support Manager

Senior Account Manager – Client Services

Client Services Data Ops Associate